Salary not disclosed
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Role overview
Job description
Client Leadership & Service Delivery
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Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
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Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
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Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
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Drive exceptional client experiences aligned with Aprio’s service standards.
Business Development & Growth
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Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
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Build and maintain strong referral networks, strategic partnerships, and market relationships.
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Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
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Represent Aprio internally and externally as a leader committed to firm culture and values.
Talent Development & Team Leadership
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Recruit, mentor, and develop top talent within the practice area.
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Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
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Provide performance oversight, career coaching, and succession planning support.
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Foster a diverse, inclusive, high trust environment that enables teams to excel.
Qualifications:
Required
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12+ years of experience and demonstrated track record of leadership within a professional services firm.
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Strong technical expertise in the relevant discipline (Financial Services).
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Proven success driving revenue growth, client expansion, and practice development.
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Reputation for exceptional client service, strategic thinking, and collaborative leadership.
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Demonstrated ability to mentor, inspire, and build high performing teams.
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High ethical standards.
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Heavy broker dealer and funds experience.
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Experience operating in high growth, multilocation, or national firm environments.
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Prior partner or executive leadership experience.
Preferred
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About this listing
- Source: Aprio's official careers site · still listed there on 9 Nov 2026
- Posted 17 Jul 2025
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What they are looking for
Skills & requirements
Qualification
12+ years of experience and demonstrated track record of leadership within a professional services firm
Department · Assurance
Hiring company
Aprio
For everything you don’t know about navigating finances, taxes, risk, compliance, and growth, Aprio exists to help you account for anything™.
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